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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,341 | $51,649+94.3% | $124,206-19.2% | $64,097+56.5% |
| Participation rate | 5.6% | 45.2%-39.6pp | 69.6%-63.9pp | 55.2%-49.6pp |
| Annual return | 14.26% | 19.98%-5.7pp | 515.27%-501.0pp | 34.64%-20.4pp |
| Employer contribution / active EE | $0 | $1,057-100.0% | $3,540-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $389 | $2,165-82.0% | $3,968-90.2% | $3,080-87.4% |
| Admin fee / account holder | $4,666 | $4,237+10.1% | $5,929-21.3% | $3,454+35.1% |